Tuesday, January 23, 2018

Merge data from multiple forms

Merge data from multiple forms

Depending on the design of your form, you may be able to select multiple saved forms and merge the data from certain controls on those forms into a single form. This is useful when you want to compare or summarize data from several forms. It is also possible to merge data from forms that are stored in an InfoPath Forms folder in Microsoft Office Outlook 2007, or in a document library on a site that is running Microsoft Windows SharePoint Services.

When you merge forms, InfoPath creates a new form that contains the consolidated data.

Note: By default, only certain parts of the selected forms are merged, such as data within a repeating table or repeating section, or data associated with a list control or a rich text field.

  1. Type or enter the data that you want into your form, or open an existing form (.xml file).

  2. On the File menu, click Merge Forms.

    Note: If form merging is not enabled in design mode, the Merge Forms command is unavailable.

  3. In the Merge Forms dialog box, select the files that you want to merge, and then click Merge.

    Tip: To select consecutive files, click the first file, press and hold down SHIFT, and then click the last file. To select nonconsecutive files, press and hold down CTRL, and then click each file.

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